Accounts Payable
User guides and instruction on the Accounts Payable section
By Geoff and 1 other2 authors15 articles
- AP AgingThe AP Aging report breaks down the amount outstanding in approved Bills for each Vendor.
- BillsCreate, approve, edit, and manage Bills in Accounts Payable from here.
- AP CreditsAP Credits are used as standalone documents to reduce the Expense owed to a Vendor.
- Bill Detail LinesThe Bill Detail tab under Accounts Payable>Bills>Detail aggregates all line item information entered in Bills
- VendorsCreate and manage vendors in softledger
- Bill DetailManage and view full detail of a single Bill from clicking into a Bill number from anywhere in SoftLedger
- Vendor DetailGet full details about a Vendor, including payments made and journal lines
- AP Bills Excel Bulk UploadBring Accounts Payable Bills into SoftLedger in bulk, through adding Bills details into an excel import template.
- AP InboxSend PDFs of Vendor Invoices to a dedicated email address that receives and creates the AP Bill details for review automatically from the PDF
- PrepaidsPrepaids represent expenses that are paid upfront for services or goods that will be used (expensed) in future accounting periods.
AP FAQs
Accounts Payable Frequently Asked Questions
- How do I add a Check Number to a Payment?Add Check Numbers from your printed Checks to SoftLedger Payments to reference.
- How Do I Create and Pay Bills in AP?Review this article and video for a high level overview of paying Bills in AP with SoftLedger.
- How do I pay multiple bills with one batch payment?Many times when paying bills in AP, customers will pay multiple bills with one payment to that vendor.
- 1099 support with SoftLedgerTag and track Vendors requiring 1099 support
- How do I print checks in SoftLedger?This section walks through the steps required to pay vendors by printing checks.